How Tesla's Master Plan Part 3 Will Change Everything

By Gabe Rodriguez Morrison
Tesla's work in AI leads them into robotics
Tesla's work in AI leads them into robotics

In 2006, Elon Musk released The Tesla Motors Master Plan. The first plan outlined how Tesla would build an expensive electric sports car, use that money to build a more affordable car, then use that money to build an even more affordable car. All while providing zero-emission electric power generation options. Tesla has since accomplished all of the above, producing millions of electric cars while rapidly bringing down production costs.

A decade later, in 2016, while the first plan was coming to fruition, Tesla released the Tesla Master Plan, Part Deux. In short, the plan would be to "Create stunning solar roofs with seamlessly integrated battery storage. Expand the electric vehicle product line to address all major segments. Develop a self-driving capability that is 10X safer than manual via massive fleet learning and enable your car to make money for you when you aren't using it."

While this plan has yet to be fully realized, a third plan may indicate that the second plan is within reach. Tesla has made huge progress with its FSD beta program and Elon Musk recently doubled down that Tesla will release FSD later this year. The production of the CyberTruck and Semi is set to begin next year. As the second plan is coming together, Elon Musk tweeted that he’s working on Tesla's “Master Plan Part 3

Elon further hinted at the subject of the master plan in another recent tweet:

This tweet gives us a lot more insight into what Tesla is planning. It is now clear that a key part of the plan will be to “scale to extreme size to shift humanity away from fossil fuels.”

Tesla has put out a 20 million vehicle target by 2030. It sounds like a third plan will address how to achieve or even exceed this target. Despite Tesla's massive growth, the automaker currently accounts for just roughly 1% of the total vehicle market share. Scaling to “extreme size” is necessary to make a significant shift away from fossil fuels. The limiting factor to further scaling is the manufacturing of batteries. In particular, the real bottleneck is the mining of rare earth minerals (copper, lithium, nickel, cobalt etc.) required for battery production.

This is why Tesla’s Master Plan, Part 3 could be centered around rare earth mineral mining. So how does the Boring Company, AI and SpaceX play into mining? One theory is that the Boring Company could create the necessary tunnels and land environment to extract raw materials. The Tesla bot could be used to safely and ethically mine raw materials. SpaceX could use starships to rapidly and cost-effectively transport raw materials across long distances. If the battery limiting factor is conquered successfully, the company could begin to think about other uses for batteries including HVAC systems, pre-built homes, and more.

It’s also possible that Tesla’s Master Plan, Part 3 will involve Tesla’s transition to an Artificial Intelligence and data company. After all, Elon has repeatedly stated that Tesla will be thought of more as an artificial intelligence company than anything else. The company has been focused on solving real-world AI and more recently we had AI day, introducing the Optimus Humanoid Robot.

In the product roadmap update on the Q4 earnings call, Elon stated that "the most important product development is the Optimus Humanoid Robot” which he thinks "has the potential to be more significant than the vehicle business over time. He explained that “labor is the foundation of the economy."

With no labor shortages, humanoid robots could revolutionize the world economy. They could also play a crucial role in scaling to extreme size and overcoming the limiting factor of battery manufacturing.

Here is a prediction of what the Master plan, Part 3 could include:

  • Develop the best AI training supercomputer to solve real-world problems that goes way beyond just self-driving
  • Remove battery manufacturing as the limiting factor to vehicle production by building millions of Tesla bots to eliminate the need for dangerous, boring, repetitive jobs (mining)
  • Synergize The Boring Company, Tesla and SpaceX to mine and transport raw materials on a massive scale

What do you think Tesla aims to accomplish in its third master plan? Let us know.

Tesla Robotaxi: Unveil Date and Everything Else You Want to Know

By Not a Tesla App Staff
Tesla to develop their own autonomous taxi
Tesla to develop their own autonomous taxi
The Boring Company

We have been hearing about Tesla’s Robotaxi concept for several years, but it seems like we may finally be getting close to this vehicle becoming a reality. Here is everything we know about the Robotaxi.

Official Reveal

Yesterday, Musk officially announced on X that Tesla would unveil the Tesla Robotaxi on August 8th, 2024. Tesla last unveiled a new vehicle back in November 2019 when they showed off the Cybertruck for the first time. Before that, they unveiled the Roadster 2.0 and the Tesla Semi at the same event in 2017, so these certainly special times that only come across once every few years.

While it's always possible that Tesla may have to move the Robotaxi's unveil date, it's exciting to think that Tesla may be just four months from unveiling this next-gen vehicle.

Robotaxi and Next-gen Vehicle

Another piece of information came out about the Robotaxi yesterday when Musk reply to the post by Sawyer Merritt. Sawyer posted that Tesla's upcoming "$25k" vehicle and the Robotaxi would not only be based on the same platform, but that the Robotaxi would essentially be the same vehicle without a steering wheel. Musk replied to the post with a simple "looking" emoji.

While it's not surprising that two of Tesla's smaller upcoming vehicles are going to be built on the same platform, it's a little more interesting that Musk chose to reply with that emoji when the post talks about the Robotaxi being the "Model 2" without a steering wheel. This leads to the possibility of Tesla not only showing off the Robotaxi at the August 8th event, but also it's upcoming next-gen car.

Production Date

Back during Tesla's Q1 2022 earnings call, Musk talked a little about the timeline for Tesla's Robotaxi, stating that they plan to announce the vehicle in 2023 and begin mass production in 2024.

Given that Tesla was originally aiming for a 2023 unveil, a late 2024 date appears realistic. However, now it appears that the Robotaxi and the next-gen vehicle will share a lot in common, meaning that a production date for the Robotaxi can be similar to the next-gen vehicle, which is currently slated to begin in "late 2025".

The difficulty in releasing an autonomous taxi, as the Robotaxi is meant to be, is the self-driving aspect. While Tesla has made great strides with FSD v12, the first version to come out of "beta," it's still a level-2 system that requires active driver supervision. A fully autonomous vehicle is still a big leap from where Tesla's FSD is right now, but as we saw with the jump from FSD v11 to v12, a lot can change in the next 18 to 24 months.

While we expect Tesla to remain focused on bringing its cheaper, next-gen vehicle to market ahead of potential competitors, the Robotaxi's production date can continue to shift in line with Tesla's progress on FSD.

Master Plan Part Deux

The history of Tesla’s Robotaxi starts with CEO Elon Musk's Master Plan Part Deux, published in 2016.

At the time the concept was touted as normal Teslas with full self-driving (FSD) capability.

Once Tesla achieved Full Self-Driving, they would create a “Tesla Network” taxi service that would make use of both Tesla-owned vehicles and customer cars that would be hired out when not in use.

In April 2022, however, at the inauguration of Tesla’s new factory in Austin, Texas, Musk made headlines by announcing that the company would be working on a dedicated Robotaxi vehicle that would be “quite futuristic-looking”.

A Variety of Robotaxis

Once we get to a world of "robotaxis," it makes sense to continue evolving the interior of the vehicle to suit customer needs such as adding face-to-face seating, big sliding doors providing easy access, 4-wheel steering, easier cleaning, etc.

Tesla could even create a variety of Robotaxis that help meet specific needs. For example, Tesla could offer a vehicle that is better suited for resting, which could let you sleep on the way to your destination.

Another vehicle could be similar to a home office, offering multiple monitors and accessories that let you begin working as soon as you step inside the vehicle. Features such as these could bring huge quality of life improvements for some; giving people an hour or more back in their day.

The variety of Robotaxis doesn't need to end there. There could be other vehicles that are made specifically for entertainment such as watching a movie, or others that allow you to relax and converse with friends, much like you'd expect in a limousine.

Lowest Cost Per Mile

During Tesla's Q1 2022 financial results call, Musk stated that its robotaxi would be focused on cost per mile, and would be highly optimized for autonomy - essentially confirming that it will not include a steering wheel.

“There are a number of other innovations around it that I think are quite exciting, but it is fundamentally optimized to achieve the lowest fully considered cost per mile or km when counting everything”, he said.

During the call, Tesla acknowledged that its vehicles are largely inaccessible for many people given their high cost and he sees the introduction of Robotaxis as a way of providing customers with “by far the lowest cost-per-mile of transport that they’ve ever experienced. The CEO believes that the vehicle is going to result in a cost per mile cheaper than a subsidized bus ticket. If Tesla can achieve this, it could drastically change the entire automotive industry and redefine car ownership. Is Tesla's future still in selling vehicles or providing a robotaxi service?

FSD Sensor Suite

Tesla hasn't revealed anything about the sensor suite that they're considering for the robotaxi, but given all of their work in vision and progress in FSD, it's expected to be the same or similar to what is available today, potentially with additional cameras or faster processing.

However, back in 2022, Musk gave this warning: “With respect to full self-driving, of any technology development I’ve been involved in, I’ve never really seen more false dawns or where it seems like we’re going to break through, but we don’t, as I’ve seen in full self-driving,” said Musk. “And ultimately what it comes down to is that to sell full self-driving, you actually have to solve real-world artificial intelligence, which nobody has solved. The whole road system is made for biological neural nets and eyes. And so actually, when you think about it, in order to solve driving, we have to solve neural nets and cameras to a degree of capability that is on par with, or really exceeds humans. And I think we will achieve that this year.”

With the Robotaxi unveil now approaching, it may not be long before we find out more details about Tesla's plan for the future and its truly autonomous vehicles.

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